Pinney & Scofield’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Pinney & Scofield’s Portfolio SCZ Stock Details SCZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$202K	Hold	2,390	–	–	0.09%	64
2026 Q2	$197K	Hold	2,390	–	–	0.1%	58
2026 Q1	$187K	Sell	2,390 -1,081	-31%	-$87.9K	0.1%	60
2025 Q4	$269K	Hold	3,471	–	–	0.15%	44
2025 Q3	$266K	Hold	3,471	–	–	0.17%	43
2025 Q2	$252K	Hold	3,471	–	–	0.17%	44
2025 Q1	$221K	Hold	3,471	–	–	0.16%	45
2024 Q4	$211K	Buy	+3,471	New	+$221K	0.16%	46

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Pinney & Scofield's SCZ Position: Q3 2026 in Review

Pinney & Scofield held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 2,390 shares worth $202K. The position accounts for 0.09% of the portfolio, ranked #64.

Pinney & Scofield first reported a position in SCZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $269K in Q4 2025. 654 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

Pinney & Scofield held 2,390 shares of iShares MSCI EAFE Small-Cap ETF worth $202K as of Q3 2026.
Pinney & Scofield left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.09% of Pinney & Scofield's portfolio in Q3 2026, its #64 holding.
Pinney & Scofield first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Pinney & Scofield's iShares MSCI EAFE Small-Cap ETF position peaked at $269K in Q4 2025.
654 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Pinney & Scofield's 13F filing for Q3 2026, filed 12 Nov 2026.